Assistenz Private Banking (m/w/d)
Core
Supporting Private Banking advisors in customer care, communication, and appointment management for a credit institution.
Role type
Junior IC Private Banking Assistant
Builds
Customer service and administrative support for Private Banking clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Banking training, customer service orientation, structured work, appointment planning, communication
Preferred skills
Securities or asset management knowledge, cross-selling potential identification
Responsibilities
Support Private Banking advisors in customer care, telephone and personal communication with clients, planning and organizing appointments, handling customer inquiries, identifying consulting needs and cross-selling opportunities